Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEOSX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS R4) | 16.06% | 27.33% | 14.63% | 6.92% | 11.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEOSX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS R4) | 03/02/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.89 | 27.33 | 14.63 | 6.92 | 11.23 | NA | NA | … | … | 16.06 | 13.67 | 6.57 | 11.14 | -18.43 | 14.45 | 41.22 | 33.84 | -18.07 | 21.79 | 13.43 |
| Sharpe Ratio | NA | 1.53 | 0.71 | 0.25 | 0.54 | NA | NA | … | … | 1.99 | 0.61 | 0.21 | 0.52 | -0.87 | 1.05 | 1.24 | 2.64 | -1.44 | 3.06 | 1.26 |
| Standard Deviation(%) | NA | 16.14 | 16.09 | 17.24 | 17.79 | NA | NA | … | … | 19.60 | 18.17 | 14.18 | 14.54 | 22.85 | 13.72 | 32.90 | 12.26 | 13.52 | 6.93 | 12.67 |
| Draw Down(%) | NA | 10.55 | 17.71 | 28.56 | 34.76 | NA | NA | … | … | 10.55 | 16.15 | 9.09 | 17.71 | 27.62 | 7.42 | 34.76 | 6.97 | 23.76 | 2.28 | 7.30 |
| Yield(%) | 0.00 | 5.83 | 3.28 | 2.91 | 5.41 | 4.04 | 3.03 | … | … | 0.00 | 6.29 | 2.64 | 0.50 | 0.67 | 5.72 | 1.63 | 5.73 | 12.25 | 10.20 | 3.19 |
Data as of 06/05/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOSX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS R4) |
-1.14%
Dec 2021 – Dec 2024 |
4.67%
Mar 2021 – Mar 2026 |
11.51%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOSX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS R4) |
29.33%
Dec 2018 – Dec 2021 |
16.79%
Oct 2016 – Oct 2021 |
11.75%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart